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Assigning Sub Portfolio Asset Allocation Tabs

Comments, critical feedback, praise, or suggestions for new features.

Postby ricbertsch » Mon Apr 24, 2017 11:55 am

Mark,c ould you consider assigning each Sub Portfolio Property with an Allocation Target Tab where we can input asset allocation percentages be it a model or personalized.

Each of our Client Portfolio's have an Investment Policy Statement designating an Asset Class Allocation with Target Percentages along with Max and Min percentage restrictions. Approximately 50% have one of 5 model Target Allocations while the remaining 50% have a custom allocation. This way we can run a Bulk Rebalance Report for all Client Portfolios. We need to review those allocations quarterly so that the portfolios stay within these percentages.

Thanks,
Ric
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 93
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ

Postby Mark » Mon Apr 24, 2017 12:03 pm

Hi Ric,

Thanks for the feedback. Which FM attribute are you basing your allocations?

Investment Type (Stock, Cash, Bond, Mutual Fund, etc)
Asset Type
Sector
Investment Goal
Symbol
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby ricbertsch » Mon Apr 24, 2017 12:09 pm

Asset Type
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 93
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ

Postby Mark » Mon Apr 24, 2017 12:11 pm

Okay, thanks for the clarification. This does seem like a helpful feature to add.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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